See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,067 | $135,635-83.7% | $110,238-80.0% | $135,375-83.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.53% | 513.19%-524.7pp | 314.74%-326.3pp | 519.73%-531.3pp |
| Employer contribution / active EE | $1,866 | $4,906-62.0% | $3,826-51.2% | $4,779-60.9% |
| Participant deferral / active EE | $5,867 | $5,506+6.6% | $4,672+25.6% | $5,609+4.6% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |